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How to Set Up Remote Access on a Tablet

Accessing your Shortcuts remotely using Connect Me provides the flexibility to manage your business operations from your tablet, even outside the salon. Follow this step-by-step guide to set up Connect Me for seamless remote access.

Step 1: Install Microsoft RDP App

  1. Open the App Store on your tablet.

  2. Search for Microsoft RDP and click Install.

  3. Once installed, locate the RD Client icon in your apps menu and open it.


Step 2: Add Your Shortcut Server

  1. Click the plus sign (+) in the top-right corner.

  2. Select Desktop.

  3. Enter your server's IP address:

    • Visit whatsmyip.com on your Shortcuts server to find the IP address.

  4. Append the port number to the IP address (refer to your setup email for this number).

  5. Click PC Name and input the full IP address with the port number.


Step 3: Add User Account Details

  1. Click User Account and then select Add User Account.

  2. Enter your remote Windows username and password.

  3. Save the details.


Step 4: Customize Your Connection Name

  • Click Additional Options.

  • Select Friendly Name and enter a descriptive name (e.g., your store name).

  • Press Save.


Step 5: Connect to Your Server

  1. Select your server from the remote desktop menu.

  2. Rotate your tablet to landscape mode for optimal display.

  3. Wait a few moments for the connection to load.


Step 6: Optimize Navigation Settings

  • Default mode is mouse pointer. Switch to touch mode for easier navigation:

    1. Click the menu icon at the top.

    2. Select Touch from the options.

  • Access your keyboard anytime by pressing the keyboard icon.

  • Use the magnifying glass to zoom in and out.


Step 7: Managing Multiple Locations

For businesses with multiple sites:

  1. Repeat the above steps to add additional connections.

  2. Switch between sites by:

    • Pressing the menu icon.

    • Clicking Start New to open another connection.


Step 8: Logging Off Safely

  1. Close Shortcuts when finished.

  2. Press the Log Off icon to end your session securely.


Key Takeaways

  • Flexibility: Manage your business remotely with ease.

  • Efficiency: Seamlessly switch between multiple locations.

  • User-Friendly: Optimize touch settings and access tools quickly.